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SGBS Consulting, Inc.

SGBS Consulting, Inc.

Reviews Summary

The reviews consistently praise exceptional bookkeeping services, highlighting professionalism, accuracy, and efficiency. Clients appreciate the team's dedication, attention to detail, and ability to simplify complex financial processes. Many note significant cost savings, improved systems, and personalized support, including QuickBooks training. The service is described as trustworthy, reliable, and invaluable for business growth, with prompt communication and a solutions-oriented approach. Several clients credit the team for rescuing them from financial disarray or IRS issues. The overall sentiment reflects deep gratitude for outstanding expertise and compassionate, client-focused care.

About This Listing

Bookkeeping
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Financial Advisory
Small Businesses
E-Commerce
Real Estate
Hospitality
Professional Services
QuickBooks
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Financial Advisory
Small Businesses
E-Commerce
Real Estate
Hospitality
Professional Services
QuickBooks
Remote Services

Contact Information

Address

333 Washington Blvd # 341

Marina Del Rey, California 90292

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Grace and her entire team at SGBS take great care and concern for their clients. The team has handled my bookkeeping for years and I can always count on accuracy and mindfulness. They handle any questions and communication from me or my CPA with swift efficiency and attention to detail. I truly feel like Grace was given the absolute perfect name by her parents because she handles everything with GRACE and ease. An added perk, I love supporting female owned businesses!

Looking for a bookkeeper? Look no further! Grace/SGBS is fantastic. I am a decent businessman but, having SGBS manage our books and keep our accounts in line makes me a great businessman. With Grace and her team on board it really allows me the ability to focus on growing my business rather than drowning in the details. Grace has helped me tremendously, and you would be smart to let her assist you with your business as well.

I own a flower shop and SGBS Consulting has been doing my bookkeeping for quiet awhile. Grace and her team are the most trustworthy, professional and honest company I have ever worked with. Not only they saved me ton of money but they also trained me in Quick books to independently be able to handle my small business. They are always available to answer my question and are very professional and helpful. They go that extra mile to keep me and their clients happy. I highly recommend them for all your bookk

Grace Is the most thoughtful and caring business manager and accountant I have ever had. She unraveled 5 years of accounting nightmares for my business and my personal accounts and straightened me out with the IRS while streamlining my systems. She is exacting, accurate and attentive and expects the same from her team who she treats with respect and gratitude as she treats everyone in her sphere. I am so grateful to her and to all of her team for getting my business back on track and her incredible attentiv

Grace was the financial bookkeeper for our professional medical business for a number of years. She did such an outstanding job. We were always confident that her assessments were correct and in line with our overall goals. Unfortunately, when we became public we had to switch to an SEC accounting firm.

Saving grace is true to their name. Unfortunately, back in 2016, I had a stroke and they were able to get my books in order without very little help needed from me. Exceptional, detailed oriented, meticulous are three words that in my opinion best describe their work. I highly recommend SBGS Consulting. I have used them for the last 5 years.

I have known Grace for 2-years now and I am impressed by her dedication to bringing the best to her clients. Grace helped me during 2020 to navigate my choices to getting financial help as a sole proprietor. Grace helped me to survive and I am still in business. Thank you Grace!

Grace at SGBS is such a great bookkeeping company. We love working with her because she helps us find money we didn't know we had. Thanks Grace!!

Professional, kind and knowledgeable. Helped me set up the QBO for 2 non-profits correctly so the reports each month are always easy, fast and accurate! She showed me how to create restricted funds inside the parent checking account so that monthly register reports could be made with a click of a button and and the board could clearly see restricted donations flowing in and out of the restricted fund account.

Grace is an outstanding bookkeeper. Her professionalism and efficiency meet the highest of standards. I highly recommend Grace and her company SGBS Consulting.

As a Client, her services are unmatched in clarity, presentation and accuracy. She is he best .Diahanne Payne, Plans Are Us Inc.

The past two years have been infinitely easier since working with SGBS. Not just simplifying existing processes but also heading off things that could have been bigger issues down the road.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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